Tax
Giving Strategies for Retirees: Qualified Charitable Distributions (QCDs) [Video]
Learn more about how retirees can reduce their taxable income with a strategy called Qualified Charitable Distributions!
Leaving a Legacy by Thinking Two Generations Deep
With your finances, you have the opportunity to impact generations after you. In this article, we discuss the strategies for leaving a legacy!
How to Calculate Your Roth Conversions [Video]
In this video, we will explain how to calculate your Roth Conversion amount by looking at tax brackets and medicare premiums.
Tax Law Changes From the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.
Should I Get Long Term Care Insurance? [Video]
Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.
Five Things Successful Retirees Get Right [Video]
In this video, we share five things we see successful retirees doing in their retirement planning, as well as common traps people fall into!
